Using Templates – Raise Invoices and Credits

Templates can be used to save options for Raise Invoices and Credits.

1. On the Raise Invoices and Credits toolbar, click Store.
2. Type a Name for Template.
3. In the Tax point list, click the method from which the default date is calculated. This usually Today.
4. In the Order date from list, click the method the default date is calculated. This is usually Start of month before last.
5. In the Order date to list, click the method the default date is calculated. This is usually Today.
6. In the Delivery date from list, click the method the default date is calculated. This is usually Start of month before last.
7. In the Delivery date to list, click the method the default date is calculated. This is usually Today.
8. Click OK.
9. In the Save As window, browse to a file location then click Save.

 

 

See Also